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Green Associates Financial Planning (Canberra)

Green Associates Financial Planning (Canberra)

5.0(49 reviews)See reviews ↓·Canberra

About the company

Green Associates Financial Planning is a Charter Financial Planning practice that has operated in the financial planning industry since 1989. The firm has offices in New South Wales, Queensland and the Australian Capital Territory, and works with clients across states as well as online. It holds membership of the Financial Advice Association Australia, the Australian Institute of Company Directors, the Tax Practitioners Board and the Financial Brokers Association of Australia.

Craig Green is a Financial Adviser and Managing Director, having joined the practice in 1996 and succeeded founder Tony as Managing Director. He is a Certified Financial Planner®, holds a Master of Financial Planning and is a Graduate of the Australian Institute of Company Directors. Trina Wood is a Financial Adviser and Director, has been in the financial planning industry since 1999 and attained a Master of Financial Planning in 2018. She is a Certified Financial Planner. Green Associates offers wealth management and mortgage and lending services.

What customers say

Based on genuine customer reviews

Green Associates Financial Planning draws on two named advisers whose work customers describe in detail, with Davina handling home lending and Craig shaping retirement investment strategies. Davina, described as an accredited mortgage consultant, is credited with walking clients through applications and approvals, explaining options thoroughly and responding quickly to emails and calls. Reviewers repeatedly mention that she keeps borrowers informed at every stage, liaises with solicitors and banks, follows up after settlement and checks in before the first repayment.

Several customers note that she found loan rates their existing providers could not match, and others praise her patience and her ability to make complex concepts easy to understand. Craig is credited with developing and refining investment strategies for retirement, adapting them to individual comfort with risk and to personal lifestyle goals. One thing mentioned again and again is the sense of support running from the first conversation about financing a property through to finalisation. Longer-standing clients describe returning for second and subsequent engagements, indicating relationships that continue well beyond a single transaction. Home loan approvals and retirement planning sit at the centre of the work these advisers do.

Financial consultant

Reviews

Reviews are taken from publicly available sources.

LN
Lia Nettleton28 May 2026

Davina was absolutely fabulous in assisting me with my loan process. From sitting down with me to walk me through my options and finding the right loan, to chasing the bank continuously when issues arose from their end, right through to when my loan was finalised. Davina kept me informed during the whole process with progression updates, ensuring I understood my loan requirements and touching base prior to my first repayment. I would highly recommend Davina to anyone looking for a mortgage broker that is knowledgable and happy to go that little bit extra to assist her clients.

KH
Kirsty Hansen14 May 2026

I had the pleasure of working with Davina as she helped us with a loan for the purchase of our home. Davina was incredibly thorough in explaining eveything and answering all our questions, and we had a lot of them. On top of this, she was really supportive on our journey to successfully securing a property. She was always happy to answer the phone, provide advice, and went above and beyond to check in throughout the entire process. I can't recommend her enough.

TC
Tayla Carter26 April 2026

Davina from Green Associates made the process of buying my first home extremely streamline and stress-free with regular check-ins and fast email responses. She provided me with all of the information I needed to make well-informed decisions for my future and covered all of the usually stressful tasks of chasing up banks and coordinating real estate and conveyancing. I couldn't recommend Davina and Green Associates more!

SC
Scott Clayton12 April 2026

Absolutely great experience with Davina at Green Associates, can't recommend her or the team at Green Associates more.

SB
shelley berkeley30 January 2026

Davina has been incredible to work with. Couldn’t be happier with the service we received. Davina was super approachable, always quick to respond, and genuinely had our best interests at heart. Davina made the whole process easy to understand and stress-free. Would absolutely recommend to friends and family.

KW
Kevin Walsh28 January 2026

Davina took care of the home loan application and approval process when purchasing my new property. Throughout the process I was kept well informed of its progression along with assisting in providing other important information and liaising with my property solicitor. This greatly helped with ensuring the purchase went as smooth as possible. Davina even followed up shortly after settlement to make sure I had not forgotten anything including changing my address and organising the utilities. Thoroughly recommend as it made what was a stressful time a lot easier to deal with.

KB
kane broadrick14 January 2026

This is our second time working with Davina (Accredited Mortgage Consultant), and it certainly won’t be our last. She is knowledgeable, approachable, and always keeps us informed. No question is too small, and her dedication to finding the right solution is unmatched. Davina and her team are the best in the business

Financial advisers & planners in Canberra compared

Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 12 businesses in this category in Canberra are compared.

RankProviderRatingReviewsOpen Sat.
1Green Associates Financial Planning (Canberra) (this page)★ 5,049No
2Milestone Financial★ 5,0140No
3Véurr Financial Planning★ 5,042No
4Everalls Wealth Management★ 5,016No
5Panorama Wealth★ 5,091No
Contact
Working hours
Monday08:30–17:00
Tuesday08:30–17:00
Wednesday08:30–17:00
Thursday08:30–17:00
Friday08:30–17:00
SaturdayClosed
SundayClosed